The Heritage Team Company Profile, Contacts & Intelligence

Financial ServicesSouthbury, Connecticut, United States9 employees
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
9
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 3 visible contacts

The Heritage Team Overview

Financial plans aren’t one-size-fits-all. When you work with the Heritage Team at Charter Oak Financial, your financial planners won’t be, either. Our professionals and dedicated staff bring a collective 125 years of financial planning and customer care experience to our clients. Each of our professional strengths contributes to our shared vision of exceptional service. Together with the expertise of our more seasoned advisors and the fresh perspectives of our newer talent, we’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.

Headquarters
Southbury, Connecticut, United States
Website
heritage.cof.team
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
retirementplanning investments financialgrowth disabilityInsurance

The Heritage Team Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.

The Heritage Team People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

K
Karina Bustamante
Client Operations Manager, the Heritage
L
Lou Giangrande
Financial Advisor Ricp®, Heritage Team
E
B
Bil-David Trodlier
Owner, the Heritage Team and Real

The Heritage Team Workforce Composition

Seniority breakdown across 3 visible profiles.

Executive
1
Manager
1
Individual contributor
1

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